PDM
Penn Davis McFarland’s Tesla TSLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Hold |
1,215
| – | – | 0.04% | 63 |
|
|
2025
Q1 | $315K | Sell |
1,215
-375
| -24% | -$97.2K | 0.04% | 68 |
|
|
2024
Q4 | $642K | Hold |
1,590
| – | – | 0.07% | 63 |
|
|
2024
Q3 | $416K | Buy |
+1,590
| New | +$416K | 0.05% | 70 |
|
|
2022
Q4 | – | Sell |
-1,059
| Closed | -$281K | – | 45 |
|
|
2022
Q3 | $281K | Buy |
1,059
+708
| +202% | +$188K | 0.06% | 40 |
|
|
2022
Q2 | $236K | Sell |
351
-71
| -17% | -$47.7K | 0.04% | 42 |
|
|
2022
Q1 | $455K | Hold |
422
| – | – | 0.07% | 39 |
|
|
2021
Q4 | $446K | Sell |
422
-10
| -2% | -$10.6K | 0.08% | 40 |
|
|
2021
Q3 | $335K | Buy |
432
+92
| +27% | +$71.3K | 0.06% | 40 |
|
|
2021
Q2 | $231K | Hold |
340
| – | – | 0.04% | 44 |
|
|
2021
Q1 | $227K | Buy |
+340
| New | +$227K | 0.04% | 45 |
|